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Year-End Financial Checklist: Maximize 401K Contributions & Tax Efficiency

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Manage episode 407502728 series 3561344
内容由Impact Partnership and Kevin Bock提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Kevin Bock 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

As we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023.

But the financial checklist doesn't end there. Explore ways to leverage Traditional and Roth IRAs, health savings accounts, and qualified charitable distributions (QCDs) to enhance your retirement planning and minimize tax liabilities. Learn how smart tax planning can lead to significant savings and a brighter financial future.

If you're concerned about paying high taxes or want to leave a lasting legacy for your heirs, this podcast offers valuable insights and tips. Join us for a thoughtful discussion on financial strategies to implement before the year-end, so you can start saving on January 1. For more details and personalized advice, visit Integrity Retirement Solutions at integrityretirementsolutions.com.

See omnystudio.com/listener for privacy information.

  continue reading

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Artwork
icon分享
 
Manage episode 407502728 series 3561344
内容由Impact Partnership and Kevin Bock提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Kevin Bock 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

As we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023.

But the financial checklist doesn't end there. Explore ways to leverage Traditional and Roth IRAs, health savings accounts, and qualified charitable distributions (QCDs) to enhance your retirement planning and minimize tax liabilities. Learn how smart tax planning can lead to significant savings and a brighter financial future.

If you're concerned about paying high taxes or want to leave a lasting legacy for your heirs, this podcast offers valuable insights and tips. Join us for a thoughtful discussion on financial strategies to implement before the year-end, so you can start saving on January 1. For more details and personalized advice, visit Integrity Retirement Solutions at integrityretirementsolutions.com.

See omnystudio.com/listener for privacy information.

  continue reading

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